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What is Rocket Referrals?

Rocket Referrals helps maintain client loyalty, encourages repeat purchases, and facilitates referrals to friends. With no contracts or setup fees, you can easily identify both happy customers and those who might be considering leaving. You’ll receive notifications if clients show signs of dissatisfaction, which allows you to take proactive steps to maintain those essential relationships. By consistently collecting feedback to measure client sentiment using NPS, our AI system effectively organizes this data to inform your enhancements. You have the flexibility to automate client communications, choosing whether to run everything on autopilot or to review messages prior to sending. Quickly create tailored messages and email marketing campaigns, and take advantage of existing automations and templates for upselling insurance. Send heartfelt handwritten notes reminiscent of those from grandmother, and engage with clients in new and creative ways through Rocket Connect. You can also easily text clients while adhering to TCPA regulations, and ensure swift replies to both current and prospective customers via web chat features. With these innovative tools at your disposal, the potential to elevate your client engagement has never been greater, making it an ideal time to enhance your business relationships.

What is Agentero?

Independent insurance agents utilize Agentero to boost their income, manage their time more effectively, and deliver an outstanding customer experience. Our platform integrates smoothly with your current technology, aiming to modernize your processes and guide you toward substantial growth. This comprehensive solution grants you the authority to shape your agency's future. Upgrade your agency with features like a predictive pipeline, smart workflows, and a customized app that meets your specific needs. We are dedicated to pioneering advancements for independent agencies, creating innovative solutions while ensuring your technological resources operate at peak performance. The predictive pipeline transforms your existing data into actionable insights, helping you identify cross-sell, up-sell, and other opportunities exactly when they arise. With our intelligent workflows, you can enhance efficiency by using a sophisticated set of client interaction tools that simplify communication, automate repetitive tasks, and reduce busywork, enabling you to concentrate on the core aspects of your business. By adopting Agentero, you not only prepare your agency for survival but also empower it to flourish in a competitive landscape, ensuring long-term success and sustainability. Consequently, your agency can adapt quickly to market changes while maintaining high levels of customer satisfaction.

Media

Media

Integrations Supported

Axis LMS
Wufoo
Zapier

Integrations Supported

Axis LMS
Wufoo
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$2 per employee per month
Free Trial Offered?
Free Version

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Rocket Referrals

Date Founded

2013

Company Location

United States

Company Website

www.rocketreferrals.com

Company Facts

Organization Name

Agentero

Date Founded

2017

Company Location

United States

Company Website

www.agentero.com

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Referral

Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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